Management system standards for
oil and gas industry
ISO/TC 67/WG 2 “Operating integrity management for the
petroleum, petrochemical and natural gas industries”
version August 2019
Outline
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Scope of ISO/TC 67/WG 2
Background: ISO/TC 67 developments
Background: IOGP developments
Development of operating management system standard (ISO
29010)
• Revision of quality management system standard (ISO 29001)
• Other standards in ISO/TC 67/WG 2 portfolio
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Scope of ISO/TC 67/WG 2
• Provide requirements, guidance and tools to support
organisations within the petroleum, petrochemical and natural
gas industries in establishing and implementing management,
quality and conformity assessment processes to reduce
operating risk and drive improvement throughout their business
activities
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Background: ISO/TC 67 developments (1)
Industry events
Montara (left) and
Macondo (right) oil
spill accidents, also
killing people
• ISO/TC 67 adopted the following resolution in 2010:
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Background: ISO/TC 67 developments (2)
Industry events
• Action plan industry events was
published in March 2011,
identifying 31 standards to be
updated or newly developed
• Related to MSS, action plan proposed to develop new ISO
standard based on inter alia OGP Report 210, IPIECA document,
and API RP 75
Press release
by ISO
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Background: ISO/TC 67 developments (3)
Quality management system standard
• Oil and gas industry published first
edition of sector-specific QMS standard
for product and service supply
organizations, supplementing ISO 9001,
in 2003
• ISO/TS 29001 is used as example in
plug-in model for ISO MSS:
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Background: ISO/TC 67 developments (4)
Structure for management systems
• Discussion paper on structure for management systems in
ISO/TC 67 (through its management committee)
• Establishing AHG Management system standards structure in ISO/
TC 67 per resolution 2013/21 (Oslo), ‘allocated’ to ISO/TC 67/WG 2
• Basic ideas for structure of MSS in oil and gas industry:
– Based on high level structure for MSS (Annex L)
– Full standard rather than technical specification
– Building on existing generic ISO standards and well accepted
knowledge sources in oil and gas industry
– Originally based on concept of umbrella operating management
system standard interfacing with a series of existing disciplinespecific standards
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Background: ISO/TC 67 developments (5)
Structure for management systems
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Background: IOGP developments (1)
HSE management system guidelines
• IOGP published Report 210 in July 1994
• Model for HSE management system:
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Background: IOGP developments (2)
Operating management system framework
• IOGP & IPIECA published Reports 510 and 511
in June 2014
• Key drivers for revision of Report 210:
– Company management systems have
developed considerably
– Scope of systems has expanded
– Lessons have been learned and many good
practices have been shared across industry
• “Operating” applies to every type of
upstream or downstream company activity,
from construction to decommissioning,
throughout entire value chain and lifecycle
of business and its products
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Background: IOGP developments (3)
Operating management system framework
• OMS framework is designed to help companies define and achieve
performance goals and stakeholder benefits, while managing broad
and significant range of risks inherent in oil and gas industry
• Key characteristics of an OMS:
– Providing a holistic approach to risk in context of oil and gas asset
operational lifecycles
– Framework detailing fundamentals, expectations and requirements
needed to manage all operating activities
– Organizations may use it to provide an ‘integrated approach’ to
address all operational risks, or may use it in combination with
‘stand-alone’ management systems with a specific risk focus
– Framework is flexible to allow companies to adjust the system
scope to meet their risks and business approach
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Background: IOGP developments (4)
Operating management system framework
• OMS framework model: 4 fundamentals underpin 10 elements
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Development of OMS standard (1)
Justification
• Developing an OMS standard was identified as one of the priority
items in action plan industry events
• IOGP & IPIECA welcomed initiative of ISO/TC 67 to develop OMS
standard based on their Reports 510 and 511 and provided letter of
support as part of justification study (JS) [required by ISO]
• IRF (International Regulators Forum) welcomed action plan industry
events => OMS helpful tool to demonstrate compliance with safety
of (offshore) oil and gas operations
• WEF (World Economic Forum) supported initiative and referred to
IOGP with which they already cooperate in view of standardisation
(e.g. JIP 33 on standardisation of equipment and packages)
• TF leader for updating Handbook on integrated use of MSSs
supported initiative and confirmed no duplication of work
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Development of OMS standard (2)
Approach
• Use IOGP/IPIECA Report 510 as starting document as this
document:
– Recognises an OMS covers all operating activities providing a
framework to help and guide organisations define and achieve
performance goals and stakeholder benefits, whilst managing
inherent risks
– Offers single point flexibility to drive continual improvement, focus
and react to a wide range of risks and threats, and to integrate
functional management standard requirements and deliverables
– Addresses the hierarchy of a top system (i.e. OMS) and the subsystems, in which the expectations within the OMS framework
result in establishment of a range of more specific sub-systems,
processes and practices to meet particular needs
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Development of OMS standard (3)
Approach (continued)
• Configure IOGP/IPIECA Report 510 in line with HLS (Annex L) to
develop OMS standard that:
– Provides a framework consistently delivering business results
through discipline related management system requirements and
ensure consistency of common processes
– Incorporates specific operating requirements and standardisation
guidance
– Incorporates latest best practices/lessons learnt and well accepted
knowledge sources in oil and gas industry
– Interfaces with existing ISO standards and provides the detail on
how to implement them to manage risks in oil and gas industry
NOTE: Operating management system should not be confused with an
integrated management system
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Development of OMS standard (4)
Status
• Support for developing umbrella (OMS) standard for oil and gas
operators per resolution 2015/26 (Delft)
• First JS not approved by ISO/TMB, request for clarification
• Updated JS endorsed by ISO/TC 67 and approved by ISO/TMB
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Development of OMS standard (5)
Status (continued)
• DIS version under development
OMS model
under
development
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Development of OMS standard (6)
Status (continued)
• Engaging and seeking involvement of more stakeholders by
active participation or sharing best practices / company models
including organisation of OMS experiences sharing sessions
• Finalising DIS version containing requirements and guidance
supporting these requirements
• Developing additional guidance, intended to be published on
public website of ISO/TC 67
• DIS version intended to be
available by end 2019
• OMS standard intended to
be published in 2021
OMS standard development
strategy paper
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Revision of ISO/TS 29001 (1)
Justification
• Objectives for revision of ISO/TS 29001:2010 are to:
– Align with ISO 9001:2015
– Incorporate sector best practices
– Incorporate sector risk management processes
– Standardise the sector approach to implement quality and
verification requirements
– Provide clarity on sector documented information requirements
– Reflect the requirements and guidance within sector
complementary quality, technical and conformity assessment
standards/specifications
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Revision of ISO/TS 29001 (2)
Approach
• ISO/TS 29001 will become full ISO standard building on ISO
9001:2015 with sector-specific supplements, adding value by:
– Implementing sector best practices
– Ensuring processes systematically identify and manage
organisational and specific product and service risks
– Incorporating an industry related conformity assessment annex
– Providing options (data sheet) to avoid over complication
– Aligning output with IOGP “JIP 33” standardisation project
– Being equivalent to other industry specific QMS standards
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Revision of ISO/TS 29001 (3)
Status
• Decision to initiate revision of ISO/TS 29001:2010 in view of
publication of ISO 9001:2015 per resolution 2014/21 (Bangkok)
• JS endorsed by ISO/TC 67 and approved by ISO/TMB
• In addition to sector-specific supplements to ISO 9001:2015, new
ISO 29001 will contain informative annex on risk and opportunity
management and conformity assessment processes
• DIS ballot received 100 % approval and about 150 comments
• FDIS version submitted and ballot to be launched in Q4 of 2019
• Publication of 4th edition of ISO 29001 expected early 2020
• Separate documents with comparison matrices [ISO/TS 29001,
API Q1 and API Q2], rationale of supplements, and guidance on
use of ISO 29001 to be published on public website of ISO/TC 67
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Revision of ISO/TS 29001 (4)
Status (continued)
• Representation of new annex of risk and opportunity
management and conformity assessment processes
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Other ISO/TC 67/WG 2 standards (1)
• ISO 13879:1999, Content and drafting of a functional specification
• ISO 13880:1999, Content and drafting of a technical specification
• ISO/TR 13881:2000, Classification and conformity assessment of
products, processes and services
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Other ISO/TC 67/WG 2 standards (2)
• ISO/TS 17969:2017, Guidelines on competency management for
well operations personnel
Scope might be broadened to
cover competency management
for all kind of operations in
oil and gas sector
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Contacts
Ted Fletcher (convenor)
• ted.fletcher@woodside.com.au
• +61 4 1919 9857
Jarno Dakhorst (secretary)
• jarno.dakhorst@nen.nl
• +31 6 3333 4671
Join our LinkedIn group
"Operating integrity management for oil and gas sector“
https://www.linkedin.com/groups/12118922
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